RIA Intel›Advisers›Maryland›DOCSHAH FINANCIAL, LLC

DOCSHAH FINANCIAL, LLC

Advisory

Data as of May 15, 2026 · Source: SEC Form ADV

Average account

$128K

across 33 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

33

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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VENTUS WEALTH MANAGEMENT LLC

$4M

DALEY CAPITAL, INC

$4M

CALVERT SLOAN ADVISERS LLC

BETHESDA, MD

$4M

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